Crestwood Blog

Payment Application Plus for Acumatica
Angela Stuart Mills
Angela Mills

From Collection to Application: Finalizing Your AR Payments

So many things go into the process of getting paid. Even if the quoting, the negotiations, and invoicing went smoothly, the process of getting paid, allocating a payment to an invoice, and accounting for a transaction presents its own challenge. Following last month’s blog discussing the challenges that go into getting the collections process, we … Read more

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Electronic Funds Transfer
Juliet Constantino
Juliet Constantino

How to setup EFT for payables and generate the ACH file using Dynamics 365 Business Central

Both payees and accounting professionals love electronic funds transfer (EFT), and for good reason. It drastically reduces the time required to process payments, eliminates paper, and helps avoid fraud. There are three windows that must first be set up properly to be able to use the EFT/ACH feature in Microsoft Dynamics 365 Business Central: Company … Read more

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Webinar
Lauren Christoff
Lauren Christoff

Webinar: Sales Tax for Dummies – Hosted by Avalara

Tuesday, September 24, 2019 at 11 AM PST/2 PM EST Register Here!   If the mere mention of these terms leaves you feeling confused and overwhelmed, you’re not alone. Even though most U.S. businesses are required to collect and remit sales tax, few actually understand all the rules or how to comply. We asked sales … Read more

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Crestwood Live Event
Lauren Christoff
Lauren Christoff

LIVE EVENT: Dynamics GP Reporting Tips & Tricks – Chicago, IL – Wednesday, September 25th

Dynamics GP Reporting Tips & Tricks Date: Wednesday, September 25th, 2019 Where: Civic Opera House, 20 North Wacker Drive, Suite 2005, Chicago, IL 60606 Time: 8:00 am – 11:00 am (Presentation to start 8:45 am sharp) Register Here!   Join us for a free breakfast and get inside tips and tricks for Dynamics GP reporting … Read more

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Acumatica Fabrication
Brian Hedgepeth
Brian Hedgepeth

How to Embrace the Digital Technology Revolution in the Fabrication Industry

Fabrication companies face an onslaught of challenges. Offshoring, recruitment, commodity fluctuation, and more—but one of the most pressing issues? Many are falling behind technologically. From marketing to management, the phrase “digital technology revolution” is a top priority for fabricators. Why Digital Technology is Right for Fabricators There is good reason for this: the increased presence … Read more

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Customer Satisfaction with Acumatica
John Gabrys
John Gabrys

Are You Getting the Satisfaction You Deserve from Your ERP?

Analysts love to look at software. Whether it’s the ability to execute and market presence, functionality and usability, or any of the other criteria for ranking vendors and products, one of the most important albeit overlooked criteria is whether users like the software. Often, it’s hard to convince someone to review a product, and unless … Read more

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Chuck Brady
Chuck Brady

Can the Risk of Ransomware be Eliminated with Cloud ERP?

There are many good reasons to switch your ERP (Enterprise Resource Planning) solutions to the cloud: cost, convenience, versatility, security, etc. But one especially good reason is the amount and types of risk that can be mitigated with Cloud ERP. What Risks are On-Premise Systems Vulnerable to? One of the major risks that organizations face … Read more

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Regular Expressions in Acumatica
Juliet Constantino
Juliet Constantino

View Historical Transactions with Negative Amounts Based on Document Types (in SmartList Designer for Dynamics GP)

SmartList Designer Tips Next in our series of SmartList Designer blogs, we’ll look at optimizing a basic purchasing SmartList. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.) Let’s say that a purchasing manager wants to view all the historical transactions for a vendor. However, the … Read more

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Smartlist builder in Dynamics GP
Juliet Constantino
Juliet Constantino

How to Create a SmartList in Dynamics GP that Displays the Correct Email Address

SmartList Designer Tips for Dynamics GP As most Microsoft Dynamics GP users know, with every version of the system comes with the advanced reporting tool called SmartList. Out of the box, SmartList has several pre-made reports to choose from, all of which pull directly from your Dynamics GP tables, and are column-based (meaning Excel-friendly). In … Read more

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Quote to Cash - Get Paid
Chuck Brady
Chuck Brady

The Last Mile of Quote-to-Cash: Getting Paid

When you think of the concept of quote-to-cash, there are many steps that go into the process and many areas for improvement. From the initial configuration and pricing to the contract creation and negotiation to sending the invoice, everything needs to move forward quickly and accurately. Following our last blog on the quote-to-cash process discussing … Read more

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Dynamics 365 Invoice Modification
Melissa Paglia
Melissa Paglia

Get Paid Faster by Creating the Best Invoice Possible in Dynamics 365 Business Central

You probably already know that you can email invoices directly from Microsoft Dynamics 365 Business Central with its seamless integration with Outlook. But the integrations don’t stop there. Did you know that you can take it a step further by accepting electronic payments using Microsoft Pay or PayPal? Do you know how easy it is … Read more

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Acumatica 2019 R1 Release
Jen
Jen

What do the Experts Think about Acumatica 2019 R1?

Recently, while attending our Acumatica team meeting, the conversation evolved into unfiltered comments from our consultants who are working with the new version, Acumatica 2019 R1.    Here’s an overview – highlights, pros & cons, and some questions: Highlights First of all, everyone is excited about how many added features and changes were packed into Acumatica … Read more

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Learn Power BI Dashboards
Jen
Jen

Learn Power BI the Easy Way

Are you interested in Power BI?  Maybe you’re wondering what it can do for your business and Dynamics GP data? We recommend starting with this Microsoft self-paced, hands-on learning tutorial, “Explore what Power BI can do for you.”  You will learn: Understand Power BI service basic concepts and terminology. Find your content in dashboards, reports, … Read more

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